Infinity Wealthcare, LLC

Infinity Wealthcare, LLC (CRD# 300622) is a financial advisory firm headquartered in , . They manage $12,702,214 in 43 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

http://www.infinitywealthcare.com

By the Numbers

Total Assets Under Management

13

MILLION
Total Number of Accounts

43

ACCOUNTS
Average Account Value

$295,400

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Performance-based fees

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles (other than investment companies)
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Selection of other advisers (including private fund managers)
Market timing services
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Infinity Wealthcare, LLC

Showing 1 - 1 of 1 top financial advisors.

Sanjay Puri

CRD#: 7070869

Cumming, GA

Sanjay Puri (CRD# 7070869) is an Investment Advisor Representative working at Infinity Wealthcare, LLC in Cumming, GA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals